Shell (ADR)
Connects oil, gas and LNG production with refining, trading and customer distribution.
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Profile
Sells oil, natural gas, LNG, fuels, lubricants, chemicals and power through an integrated international system. Earnings are shaped by production, processing, trading and customer distribution, with hydrocarbons remaining central while selected lower-carbon platforms are added.
Produces and trades oil, natural gas and LNG through Integrated Gas and Upstream, then converts and distributes energy through Chemicals and Products and Marketing. Renewables and Energy Solutions adds power, hydrogen and carbon-management activities to the portfolio.
Combines resource access, processing infrastructure, shipping, trading and customer channels across an international system. Long experience in LNG, deepwater projects, refining and optimization supports the movement of energy from production to end markets.
Growth priorities center on LNG, stable liquids output, focused Mobility and Lubricants, and selected lower-carbon platforms. Results depend on commodity supply and demand, operational reliability, project execution, access to resources, regulation and the pace and policy shape of the energy transition.
Company facts
Key statistics
Year to date +20.5% · Average volume (30d) 6.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Wells Fargo | Reiterate | Equal Weight | $94 | $105 | |
| Jul 29, 2026 | Goldman Sachs | Upgrade | Overweight | Buy | ||
| Jul 23, 2026 | Piper Sandler | Target | $89 | $88 | ||
| Jul 20, 2026 | Mizuho Securities | Target | $98 | |||
| May 21, 2026 | Jefferies | Reiterate | Buy | $122.40 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $3.23 | $3.52 | +9.0% | $86.22B | $94.66B | +9.8% | +2.46% |
| May 7, 2026Q1 FY26 | $2.14 | $2.44 | +14.0% | $77.54B | $69.69B | −10.1% | −0.32% |
| Feb 5, 2026Q4 FY25 | $1.21 | $1.14 | −5.8% | $62.64B | $64.09B | +2.3% | +0.88% |
| Oct 30, 2025Q3 FY25 | $1.72 | $1.86 | +8.1% | $67.73B | $67.74B | 0.0% | +0.25% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $69.23B | $65.41B | $68.15B | $64.09B | $69.69B | $94.66B | |
| Gross profit | $12.71B | $9.73B | $11.58B | $7.28B | $13.43B | $18.48B | |
| Operating income | $9.47B | $6.01B | $7.73B | $3.16B | $10.37B | $15.18B | |
| Net income | $4.78B | $3.60B | $5.32B | $4.13B | $5.69B | $10.82B | |
| Diluted EPS | $1.50 | $1.20 | $1.80 | $1.42 | $2.00 | $3.84 | |
| Gross margin | 18.4% | 14.9% | 17.0% | 11.4% | 19.3% | 19.5% | |
| Operating margin | 13.7% | 9.2% | 11.3% | 4.9% | 14.9% | 16.0% |
Fiscal years (4-quarter sums)FY21 $261.50B · FY22 $381.32B · FY23 $316.62B · FY24 $284.31B · FY25 $266.89B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $31.37B · Total debt $73.08B · Total assets $380.51B · Shareholders' equity $180.79B
Dividends
Raised for 5 straight years — most recently to $0.7812 from $0.744 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Sep 21 | $0.7812 | |
| May 22, 2026 | May 22 | Jun 29 | $0.7812 | raised from $0.744 |
| Feb 20, 2026 | Feb 20 | Mar 30 | $0.744 | raised from $0.716 |
| Nov 14, 2025 | Nov 14 | Dec 18 | $0.716 | |
| Aug 15, 2025 | Aug 15 | Sep 22 | $0.716 | |
| May 16, 2025 | May 16 | Jun 23 | $0.716 | |
| Feb 14, 2025 | Feb 14 | Mar 24 | $0.716 | raised from $0.688 |
| Nov 15, 2024 | Nov 15 | Dec 19 | $0.688 |
Ownership
Shares outstanding 2.79B · Float 2.79B · 100.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 87.33M | 3.13% | 13F | Aug 13, 2026 |
| Fisher Asset Management, LLC | 27.63M | 0.99% | 13F | Aug 4, 2026 |
| Dimensional Fund Advisors LP | 25.36M | 0.91% | 13F | Aug 11, 2026 |
| Morgan Stanley | 10.78M | 0.39% | 13F | Aug 13, 2026 |
| Goldman Sachs Group Inc | 10.56M | 0.38% | 13F | Aug 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- TotalEnergies
Closest portfolio match across LNG, upstream, downstream, and power
- BP (ADR)
UK peer spanning gas, upstream, refining, retail, and mobility
- ExxonMobil
Scale rival in upstream, LNG, refining, chemicals, and low carbon
- Chevron
Integrated rival in upstream, LNG, refining, fuels, and chemicals
- Equinor (ADR)
Offshore oil, gas, trading, power, and CCS competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Shell (ADR) | $91.47 | +0.63% | $253.47B | 10.0 | 9.2 | 0.8 | +44.7% |
| TotalEnergies | $86.31 | −0.05% | $192.30B | 10.9 | 8.4 | 1.0 | +26.2% |
| BP (ADR) | $42.30 | +0.38% | $110.54B | 21.1 | 8.3 | 0.5 | +46.5% |
| ExxonMobil | $156.80 | +0.08% | $649.44B | 20.2 | 13.2 | 1.8 | +46.0% |
| Chevron | $204.35 | +1.24% | $402.06B | 19.4 | 13.2 | 1.9 | +57.9% |
| Equinor (ADR) | $41.25 | −0.28% | $98.95B | 11.3 | 8.8 | 0.9 | +36.5% |
| Median | 19.4 | 8.8 | 1.0 | +46.0% |